> ## Documentation Index
> Fetch the complete documentation index at: https://q.odontox.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Clinic Modules by Plan Tier (Basic, Pro, Pro+)

> Understand the 23 available modules across Basic, Pro, and Pro+ plan tiers, and learn how module access works with your subscription.

The platform is organized into modules — discrete feature sets that you can think of as building blocks for your clinic's workflow. Your plan tier determines which modules are available, and per-user permissions control who on your team can access each one.

## Module overview

There are **23 modules** available across three plan tiers. Each tier includes everything from the tier below it, so upgrading only adds capabilities — you never lose access to what you already have.

<Note>
  **Managed by our support team** — Modules are enabled or disabled by our team based on your subscription plan. Contact support to request changes.
</Note>

## Basic modules

Included in **all plans** — these are the core features every dental clinic needs.

<CardGroup cols={2}>
  <Card title="Patients">
    Patient registration, directory, and profile management. The foundation of your clinic's records.
  </Card>

  <Card title="Appointments">
    Scheduling, calendar views, appointment queue, and the full appointment lifecycle.
  </Card>

  <Card title="Clinical Notes">
    SOAP notes, clinical observations, and visit documentation for every patient encounter.
  </Card>

  <Card title="Treatment Plans">
    Create, track, and manage multi-step treatment plans with procedure-level detail.
  </Card>
</CardGroup>

## Pro modules

Available on **Pro** and above — adds 10 modules for clinics that need financial management, advanced clinical tools, and operational features.

<CardGroup cols={2}>
  <Card title="Finance — Quotations">
    Generate and send cost estimates to patients before treatment begins.
  </Card>

  <Card title="Finance — Invoices">
    Create detailed invoices with line items, taxes, and discounts. Track payment status.
  </Card>

  <Card title="Finance — Receipts">
    Issue receipts for payments received, with PDF generation and download.
  </Card>

  <Card title="Dental Chart">
    Interactive dental charting with tooth-level condition tracking and visual diagrams.
  </Card>

  <Card title="Inventory">
    Track supplies, medications, and equipment with stock levels and reorder alerts.
  </Card>

  <Card title="Communication">
    Multi-channel messaging hub for SMS, email, WhatsApp, and in-app conversations.
  </Card>

  <Card title="Analytics">
    Dashboards and reports covering appointments, revenue, patient trends, and staff productivity.
  </Card>

  <Card title="Prescriptions">
    Digital prescription creation with medication databases and dosage management.
  </Card>

  <Card title="IPD (In-Patient)">
    In-patient department management for clinics that handle overnight stays or extended care.
  </Card>

  <Card title="Patient Files">
    Upload and organize patient documents — X-rays, consent forms, referral letters, and more.
  </Card>

  <Card title="Expenses">
    Track clinic expenses by category and generate reports for financial planning.
  </Card>
</CardGroup>

## Pro+ modules

Available on **Pro+** — adds 3 specialized modules for clinics with advanced operational needs.

<CardGroup cols={2}>
  <Card title="Lab Tracking">
    Track lab cases from submission to delivery, with status updates and lab provider management.
  </Card>

  <Card title="Insurance Claims">
    Submit, track, and manage insurance claims with status workflows and documentation.
  </Card>

  <Card title="Marketing">
    Patient recall campaigns to re-engage patients who are overdue for visits or follow-up treatments.
  </Card>
</CardGroup>

## How module access works

Module availability is determined by two layers:

### 1. Plan tier

Your subscription plan sets the ceiling. A clinic on the Basic plan simply cannot access Pro modules, regardless of user permissions.

### 2. User permissions

Within the modules your plan includes, each staff member's permissions control what they can actually see and do. An Admin might have access to every enabled module, while a Receptionist might only see Patients, Appointments, and Finance.

<Tip>
  Think of plan tier as "what your clinic has access to" and user permissions as "what each person has access to." Both must align for a staff member to use a feature.
</Tip>

## Viewing your active modules

You can see which modules are currently enabled for your clinic under **Admin > Modules**. Each module displays:

* **Module name and description**
* **Status** — Enabled or Disabled
* **Plan tier required** — Which tier the module belongs to

Disabled modules appear grayed out with an indication of which plan tier is required to unlock them.

## Requesting module changes

Since modules are managed by our support team, you cannot toggle them yourself. To enable or disable a module:

<Steps>
  <Step title="Determine the module you need">
    Review the module list and identify which module fits your workflow requirement.
  </Step>

  <Step title="Verify your plan tier">
    Ensure the module is included in your current plan. If not, you may need to upgrade first.
  </Step>

  <Step title="Contact our support team">
    Reach out via email or the in-app support channel. Specify which module you want enabled or disabled and for which clinic (if you manage multiple).
  </Step>
</Steps>

<Warning>
  Disabling a module does not delete data. If you disable Finance and later re-enable it, your invoices and receipts will still be there. However, staff will not be able to access the module while it is disabled.
</Warning>

## Best practices

<AccordionGroup>
  <Accordion title="Start with what you need">
    You do not have to enable every module your plan includes. Start with the essentials and add modules as your team's workflow demands them. Fewer active modules mean a cleaner sidebar and less complexity for staff.
  </Accordion>

  <Accordion title="Match modules to permissions">
    When enabling a new module, review which staff members should have access. Enable the module first, then update user permissions to include it.
  </Accordion>

  <Accordion title="Consider Pro+ for multi-specialty clinics">
    If your clinic handles lab work, insurance claims, or patient recall campaigns, Pro+ modules can significantly reduce manual tracking effort.
  </Accordion>
</AccordionGroup>

## Related articles

* [Subscription Management](/admin/subscriptions) — View your plan tier and manage billing
* [Staff Management](/admin/staff-management) — Configure per-user permissions
* [Roles & Permissions](/getting-started/roles-and-permissions) — Understand the permission model
* [Upgrading](/getting-started/upgrading) — Move to a higher plan tier